ROCK

EX-99.1

2 exhibit991q12026earningsre.htm

EX-99.1

Document

Gibraltar Reports First Quarter 2026 Results

OmniMax integration accelerating

Raising 2026 synergy commitment to $26M, $16M included in FY 2026 EBITDA Outlook

Reaffirming full year 2026 guidance

Buffalo, New York, May 7, 2026 – Gibraltar Industries, Inc. (Nasdaq: ROCK), a leading manufacturer and provider of products and services for the residential, agtech, and infrastructure markets, today reported its financial results for the three-month period ended March 31, 2026.

As a reminder, on June 30, 2025, Gibraltar announced that it has reclassified its Renewables business as discontinued operations to focus its asset portfolio and resources on its building products and structures businesses – namely the residential, agtech and infrastructure segments. On February 20, 2026, Gibraltar sold the electrical balance-of-systems (eBOS) business for $70 million in cash.

“The first quarter was very busy with the closing of the OmniMax acquisition on February 2nd and the subsequent launch of our integration efforts across the combined business. There has been significant progress as our 22 integration planning teams have delivered over 500+ milestones in the last 90 days. We are accelerating key initiatives and have raised our synergy commitment again, adding another $2 million for 2026 to a total of $26 million of which $16 million is planned to be realized in full-year 2026 adjusted EBITDA. In parallel, we continued to navigate a slower Residential end market, deal with accelerating commodity inflation, and manage through some disruptive weather events in the quarter,” stated Chairman and CEO Bill Bosway.

“Including two months of OmniMax, net sales increased 44.6% and adjusted EBITDA increased 16.1% while adjusted EPS was down 50% primarily driven by an increase in interest expense and unfavorable price material economics driven by significant increase in aluminum prices during the quarter. We executed price actions in both March and April across 14 of our residential brands and operating units, which we expect will create positive price material economics for us in the second quarter. We consumed cash in the quarter per our range of expectations and applied the $70 million of proceeds of the eBOS divestiture to debt reduction.”

First Quarter 2026 Results from Continuing Operations

Three Months Ended March 31,

20262025Change

Net Sales$356.3$246.444.6%

Adjusted EBITDA$49.0$42.216.1%

Net (Loss) / Income $(12.1)$23.1NMF

Adjusted Net Income$13.5$27.3(50.5)%

GAAP (Loss) / Earnings Per Share – Diluted$(0.40)$0.76NMF

Adjusted EPS – Diluted$0.45$0.90(50.0)%

Net Sales

•Driven by acquisitions of OmniMax, Lane Supply and Metal Roofing with organic growth down slightly

GAAP Income / EPS

•Net loss driven by pretax expenses of $32.6 million, or $0.80 per share related to OmniMax acquisition including deal closing and integration costs, and fair market amortization step-up

Adjusted Net Income / EPS

•Decreased 50.5% to $13.5 million, or $0.45 per share, including the net interest impact of $14.6 million versus first quarter 2025

•Aluminum market price increased significantly in the quarter. Steel, resin, and fuel inflation began to materialize in March post Middle East conflict.

•Price increases in March and April drive positive price material economics in the second quarter

• Lower volume, business and product mix

Adjusted measures are further described in the appended reconciliation of adjusted financial measures.

First Quarter Segment Results

Residential

($Millions) Three Months Ended March 31,

2026 GAAP2025 GAAPChange2026 Adjusted2025 AdjustedChange

Net Sales$281.4$180.056.3%$281.4$180.056.3%

Operating Income$20.2$31.3(35.5)%$31.0$32.4(4.3)%

Operating Margin7.2%17.4%(1020) bps11.0%18.0%(700) bps

EBITDAN/AN/AN/A$43.8$35.423.7%

EBITDA MarginN/AN/AN/A15.6%19.7%(410) bps

Net Sales

•OmniMax contributed $89 million and metal roofing acquisitions $18 million in the quarter

•Organic sales: building products down 3.8%, mail and package down 1.5%

•Solid start in the second quarter - April shipments and bookings on plan and ahead of 2025 levels

Operating Income / EBITDA

•Lower volume related to soft end market in the first quarter

•Timing of price realization against significant inflation in the quarter – executed price actions across 14 of our brands and operating units in March and April

•Operating inefficiencies related to close of OmniMax deal in middle of first quarter

OmniMax Integration – First 90 days

•22 integration planning teams and delivered 500+ milestones

•Phase 1 organization restructuring executed, Phase 2 to be completed in the second quarter

•Raised synergy commitment an additional $2 million to $26 million with $16 million realized in full-year 2026 adjusted EBITDA – added Corporate savings category

•Over 50% of synergy commitment executed to date with realized savings starti

rock-202602260000912562false00009125622026-02-262026-02-26

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, DC 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 26, 2026 (February 26, 2026)

GIBRALTAR INDUSTRIES, INC.

(Exact name of registrant as specified in its charter)

Delaware000-2246216-1445150 (State or other jurisdiction of incorporation )(Commission File Number)(IRS Employer Identification No.)

3556 Lake Shore Road P.O. Box 2028 Buffalo, New York 14219-0228 (Address of principal executive offices) (Zip Code) (716) 826-6500 (Registrant’s telephone number, including area code) Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ☐     Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐     Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐     Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐     Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading SymbolName of each exchange on which registered Common Stock, $0.01 par value per shareROCKNASDAQ Stock Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02 Results of Operations and Financial Condition The following information is furnished pursuant to Item 2.02: On February 26, 2026, Gibraltar Industries, Inc. (the “Company”) issued a news release and will hold a conference call regarding financial results for the three and twelve months ended December 31, 2025. A copy of the news release (the “Release”) is furnished herewith as Exhibit 99.1 and is incorporated herein by reference. The information in this Form 8-K under the caption Item 2.02, including the Release, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”) or otherwise subject to liabilities under that Section and shall not be deemed to be incorporated by reference into any filing of the Company under the Securities Act of 1933, as amended (the “Securities Act”) or the Exchange Act, unless the Company specifically incorporates it by reference in a document filed under the Securities Act or the Exchange Act.

Item 9.01    Financial Statements and Exhibits (a)-(c)    Not Applicable (d)    Exhibits:

Exhibit No.Description 99.1 Earnings Release issued by Gibraltar Industries, Inc. on February 26, 2026

104Cover Page Interactive Data File (embedded with the Inline XBRL document)

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SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

GIBRALTAR INDUSTRIES, INC.

Date:February 26, 2026 By:/s/ Joseph A. Lovechio Joseph A. Lovechio Vice President and Chief Financial Officer

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rock-202601210000912562false00009125622026-01-212026-01-21

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, DC 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) January 21, 2026 (January 21, 2026)

GIBRALTAR INDUSTRIES, INC.

(Exact name of registrant as specified in its charter)

Delaware000-2246216-1445150 (State or other jurisdiction of incorporation )(Commission File Number)(IRS Employer Identification No.)

3556 Lake Shore Road P.O. Box 2028 Buffalo, New York 14219-0228 (Address of principal executive offices) (Zip Code) (716) 826-6500 (Registrant’s telephone number, including area code) Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ☐     Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐     Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐     Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐     Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading SymbolName of each exchange on which registered Common Stock, $0.01 par value per shareROCKNASDAQ Stock Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02 Results of Operations and Financial Condition On January 21, 2026, Gibraltar Industries, Inc. (the “Company”) issued a news release announcing select preliminary estimated unaudited consolidated financial results from continuing operations for the three and twelve months ended December 31, 2025. A copy of the news release (the “Release”) is furnished herewith as Exhibit 99.1 and is incorporated herein by reference. The information in this Form 8-K under the caption Item 2.02, including the Release, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”) or otherwise subject to liabilities under that Section and shall not be deemed to be incorporated by reference into any filing of the Company under the Securities Act of 1933, as amended (the “Securities Act”) or the Exchange Act, unless the Company specifically incorporates it by reference in a document filed under the Securities Act or the Exchange Act.

Item 9.01    Financial Statements and Exhibits (a)-(c)    Not Applicable (d)    Exhibits:

Exhibit No.Description 99.1 Preliminary Results Release issued by Gibraltar Industries, Inc. on January 21, 2026

104Cover Page Interactive Data File (embedded with the Inline XBRL document)

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SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

GIBRALTAR INDUSTRIES, INC.

Date:January 21, 2026 By:/s/ Joseph A. Lovechio Joseph A. Lovechio Vice President and Chief Financial Officer

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